Thrivealike LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thrivealike provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering ongoing portfolio management, 401(k) management, and tiered subscription financial planning bundles. The firm prepares individualized Investment Policy Statements and supports clients with virtual onboarding, encrypted document storage, and periodic portfolio monitoring.
The firm’s investment approach combines modern portfolio theory, quantitative and technical/charting analysis, and both long‑ and short‑term trading, using mutual funds, ETFs (including precious‑metal ETFs), fixed income, and insurance products such as annuities. Advisors typically manage accounts on a discretionary basis by default, but non‑discretionary arrangements are available, and clients receive quarterly custodial reporting and simulation‑based planning (including 1,000 simulated market scenarios).
A notable aspect of Thrivealike is that a supervised person is a licensed insurance agent who accepts compensation for the sale of insurance products, a conflict the brochure discloses and describes how it is managed. The firm also requires clients to use Altruist as custodian, integrates Certified Fund Specialist (CFS)‑led services (including 401(k) fund fee analysis) into its subscription offerings, and reported no assets under management as of October 2025.
Client services
Expertise
Fee options
Financial Planning fixed fees negotiated between $100 and $15,000
$0+: Up to 1.50% annually (Portfolio Management) $0+: Up to 0.60% annually (401(k) Management)
Insurance commissions accepted by supervised persons; not primary compensation source
Financial Planning Subscription Fees: $100/month (Goal-Based), $200/month (Wealth Accumulator), $500/month (Advanced Planning)
Fee-only: Financial Planning fixed fees negotiated between $100 and $15,000; Financial Planning Subscription $100/month (Goal-Based), $200/month (Wealth Accumulator), $500/month (Advanced Planning)
Main office
Monroe CT
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Thrivealike LLC · Thrivealike, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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